Rob Arnott of Research Affiliates says that the recent rally has taken away from the attractiveness of many areas of the stock market, but he remains very high on beaten-down…
Tag: Rob Arnott
The Diversification Debate
In addition to the question of how many stocks they should own, another similar question many investors ask is how many funds or asset classes they should own. In a…
Top Strategists Talk "Buy-and-Hold"
The Financial Times recently interviewed several top strategists about the viability of “buy-and-hold” investing, and found that some are espousing more of a “buy-cheap-and-hold” approach. “In a challenge to the…
The Other Side: Bond Backers Remain Wary of Equities
While many have joined the bullish camp in recent weeks, several top strategists remain much less enthusiastic about stocks, notes TheStreet.com’s Stan Luxenberg. Chief among the bears is Rob Arnott,…
What Will the Recovery Look Like?
A “U”, a “V”, an “L” — Time magazine takes a look at what we might expect in the coming economic recovery, with insight from top strategists such as Peter…
The Bond Fallacy
The bond bandwagon has gotten pretty crowded these days, with big names like Rob Arnott and Gary Shilling both writing that bonds — not stocks — appear to be the…
Arnott: Value Stocks Priced at or below Depression Levels
Researcher and money manager Rob Arnott has made a lot of headlines lately with his focus on the bond market, but in yesterday’s Financial Times he keyed in on another…
What to Expect from Here
How quickly will stocks rebound when the current bear market ends (if it hasn’t already done so)? The New York Times’ Paul Lim offers some interesting data on that subject…
Bogle, Siegel, O'Shaughnessy: Where Do They Have Their Own Money?
While they have been hit hard over the past year, many of the world’s top investors aren’t shying away from the stock and bond markets, writes The Wall Street Journal’s…
Arnott Sees Huge Opportunities in Bonds
Add Robert Arnott to the list of well-known previously bearish investment managers who are seeing value in the market. “I like investments, if I’m getting paid to bear risk,” Arnott…